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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

565 hedge funds and large institutions have $16.3B invested in iShares Core US Aggregate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 269 increasing their positions, 143 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+29
Holders Change %
+5.41%
% of All Funds
15.07%
Holding in Top 10
114
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.76%
% of All Funds
3.04%
New
74
Increased
269
Reduced
143
Closed
40
Calls
$14.2M
Puts
–
Net Calls
+$14.2M
Net Calls Change
+$14.2M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$285M
2
Bank of America
Bank of America
North Carolina
$881M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$359M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$3.09B
5
ACM
Aviance Capital Management
Florida
$183M

Top Sellers

1
BIT
BlackRock Institutional Trust
California
$502M
2
BFA
BlackRock Fund Advisors
California
$0
3
SCM
SCS Capital Management
Massachusetts
$83.9M
4
QI
QS Investors
New York
$152M
5
Lazard Asset Management
Lazard Asset Management
New York
$58.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
301
Albion Financial Group
Utah
$1.49M -$81.3K -730 -5%
FFC
302
First Financial Corp
Indiana
$1.48M -$863K -7,746 -37%
TCM
303
Telos Capital Management
California
$1.39M +$65.8K +590 +5%
SAS
304
Sage Advisory Services
Texas
$1.38M +$1.38M +12,388 New
PTC
305
Private Trust Company
Ohio
$1.37M +$765K +6,865 +127%
EFS
306
Essex Financial Services
Connecticut
$1.36M +$47.9K +430 +4%
GW
307
GW & Wade
Massachusetts
$1.31M +$1.31M +11,721 New
PA
308
Pinnacle Associates
New York
$1.3M +$190K +1,707 +17%
BPB
309
Badgley, Phelps & Bell
Washington
$1.29M +$95.8K +860 +8%
HCM
310
Horan Capital Management
Maryland
$1.29M +$1.29M +11,580 New
ATC
311
Argent Trust Co
Tennessee
$1.29M +$1.29M +11,571 New
PMFA
312
Plante Moran Financial Advisors
Michigan
$1.27M +$11.5K +103 +0.9%
OC
313
Oarsman Capital
Wisconsin
$1.26M +$40.1K +360 +3%
HS
314
Huntington Steele
Pennsylvania
$1.26M +$3.57K +32 +0.3%
CWM
315
Cranbrook Wealth Management
Michigan
$1.25M -$92.2K -827 -7%
CIA
316
Capital Investment Advisors
Georgia
$1.22M +$86.3K +775 +8%
SWM
317
SVA Wealth Management
Wisconsin
$1.21M +$181K +1,627 +18%
LWA
318
Lenox Wealth Advisors
New York
$1.2M -$49K -440 -4%
PCA
319
Peddock Capital Advisors
Massachusetts
$1.2M +$103K +928 +9%
Northern Trust
320
Northern Trust
Illinois
$1.15M +$113K +101,786 +11%
FF
321
Friedenthal Financial
New Jersey
$1.14M +$33.9K +304 +3%
OC
322
Oakworth Capital
Alabama
$1.13M – – –
MCM
323
Maryland Capital Management
Maryland
$1.11M -$32.1K -288 -3%
PWM
324
Perigon Wealth Management
California
$1.08M -$178K -1,599 -14%
BOTW
325
Bank of the West
California
$1.08M +$264K +2,370 +32%
11 12
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